FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
CRD #151298 SEC #801-71546 OLYMPIA, WA 360-866-2345
SEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
Employees
85
Clients
51
Accounts
18,288
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Aug 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Aug 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Aug 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Jul 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Jun 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| May 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Apr 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Mar 2025 | $4.1B | $4.1B | $0 | 85 | 110 |
| Jan 2025 | $3.9B | $3.9B | $0 | 99 | 113 |
| Dec 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Nov 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Sep 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Sep 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Jul 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Jun 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| May 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Apr 2024 | $3.9B | $3.9B | $0 | 99 | 113 |
| Feb 2024 | $3.6B | $3.6B | $0 | 149 | 126 |
| Dec 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Nov 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Nov 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Nov 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Oct 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Oct 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Sep 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| May 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| May 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Apr 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Mar 2023 | $3.6B | $3.6B | $0 | 149 | 126 |
| Mar 2023 | $4.4B | $4.4B | $0 | 160 | 191 |
| Feb 2023 | $4.4B | $4.4B | $0 | 160 | 191 |
| Jan 2023 | $4.4B | $4.4B | $0 | 160 | 191 |
| Oct 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Aug 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Jul 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Jul 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Jul 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Apr 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Apr 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Mar 2022 | $4.4B | $4.4B | $0 | 160 | 191 |
| Feb 2022 | $4.1B | $4.1B | $0 | 164 | 203 |
| Nov 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Sep 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Aug 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Aug 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Aug 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Jul 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Jul 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Apr 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Apr 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Apr 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Mar 2021 | $4.1B | $4.1B | $0 | 164 | 203 |
| Mar 2021 | $3.3B | $3.3B | $0 | 148 | 226 |
| Mar 2021 | $3.3B | $3.3B | $0 | 148 | 226 |
| Feb 2021 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jan 2021 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jan 2021 | $3.3B | $3.3B | $0 | 148 | 226 |
| Nov 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Nov 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Oct 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Oct 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Sep 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Sep 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Aug 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jul 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jul 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jun 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jun 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Jun 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| May 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| May 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Apr 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Apr 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Mar 2020 | $3.3B | $3.3B | $0 | 148 | 226 |
| Mar 2020 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jan 2020 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jan 2020 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jan 2020 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jan 2020 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jan 2020 | $2.8B | $2.8B | $0 | 151 | 218 |
| Dec 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Oct 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Oct 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Oct 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Oct 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Aug 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jul 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jul 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jul 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jun 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Jun 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| May 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| May 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Apr 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Mar 2019 | $2.8B | $2.8B | $0 | 151 | 218 |
| Mar 2019 | $3.6B | $3.6B | $0 | 172 | 150 |
| Mar 2019 | $3.6B | $3.6B | $0 | 172 | 150 |
| Jan 2019 | $3.6B | $3.6B | $0 | 172 | 150 |
| Jan 2019 | $3.6B | $3.6B | $0 | 172 | 150 |
| Dec 2018 | $3.6B | $3.6B | $0 | 172 | 150 |
| Dec 2018 | $3.6B | $3.6B | $0 | 172 | 150 |
| Nov 2018 | $3.6B | $3.6B | $0 | 172 | 150 |
| Nov 2018 | $3.6B | $3.6B | $0 | 172 | 150 |
| Oct 2018 | $3.6B | $3.6B | $0 | 172 | 150 |
| Sep 2018 | $3.6B | $3.6B | $0 | 172 | 150 |
| Sep 2017 | $2.8B | $2.8B | $0 | 149 | 8,000 |
| Sep 2017 | $2.8B | $2.8B | $0 | 149 | 8,000 |
| Sep 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Aug 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Aug 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Jul 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| May 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| May 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| May 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Apr 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Mar 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Feb 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Jan 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Jan 2017 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Dec 2016 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Nov 2016 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Nov 2016 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Oct 2016 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Sep 2016 | $1.6B | $1.6B | $0 | 119 | 5,900 |
| Aug 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Aug 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Jul 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Jun 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Jun 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Jun 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| May 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Apr 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Mar 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Feb 2016 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Dec 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Nov 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Nov 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Nov 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Nov 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Oct 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Oct 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Oct 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Sep 2015 | $1.1B | $1.1B | $0 | 105 | 3,600 |
| Sep 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Aug 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Jul 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Jul 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Jul 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Jun 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| May 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Mar 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Feb 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Feb 2015 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Dec 2014 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Nov 2014 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Nov 2014 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Oct 2014 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Sep 2014 | $634.3M | $634.3M | $0 | 73 | 1,800 |
| Jul 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Jul 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Jun 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Apr 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Mar 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Mar 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Feb 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Feb 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Jan 2014 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Dec 2013 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Oct 2013 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Sep 2013 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| Sep 2013 | $355.2M | $355.2M | $0 | 47 | 2,200 |
| May 2013 | $152M | $152M | $0 | 36 | 300 |
| Mar 2013 | $152M | $152M | $0 | 36 | 300 |
| Feb 2013 | $152M | $152M | $0 | 36 | 300 |
| Jan 2013 | $152M | $152M | $0 | 36 | 300 |
| Nov 2012 | $152M | $152M | $0 | 36 | 300 |
| Nov 2012 | $152M | $152M | $0 | 36 | 300 |
| Sep 2012 | $152M | $152M | $0 | 1 | 300 |
| May 2012 | $140.5M | $140.5M | $0 | 1 | 300 |
| Mar 2012 | $140.5M | $140.5M | $0 | 1 | 300 |
| Mar 2012 | $140.5M | $140.5M | $0 | 1 | 300 |
| Aug 2011 | $104M | $30.3M | $73.8M | 5 | -- |
| May 2011 | $104M | $30.3M | $73.8M | 5 | -- |
| May 2011 | $104M | $30.3M | $73.8M | 5 | -- |
| May 2011 | $104M | $30.3M | $73.8M | 5 | -- |
| Apr 2011 | $56M | $25M | $31M | 5 | -- |
| Dec 2010 | $56M | $25M | $31M | 5 | -- |
| Nov 2010 | $56M | $25M | $31M | 5 | -- |
| Oct 2010 | $56M | $25M | $31M | 5 | -- |
| Oct 2010 | $56M | $25M | $31M | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Jun 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateAug 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateAug 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateAug 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateJul 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateJun 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateMay 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateApr 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees85
Clients110
DateJan 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateDec 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateNov 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateSep 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateSep 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateJul 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateJun 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateMay 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateApr 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees99
Clients113
DateFeb 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateDec 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateNov 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateNov 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateNov 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateOct 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateOct 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateSep 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateMay 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateMay 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateApr 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateMar 2023
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees149
Clients126
DateMar 2023
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateFeb 2023
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateJan 2023
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateOct 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateAug 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateJul 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateJul 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateJul 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateApr 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateApr 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateMar 2022
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees160
Clients191
DateFeb 2022
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateNov 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateSep 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateAug 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateAug 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateAug 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateJul 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateJul 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateApr 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateApr 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateApr 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateMar 2021
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees164
Clients203
DateMar 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateMar 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateFeb 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJan 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJan 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateNov 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateNov 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateOct 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateOct 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateSep 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateSep 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateAug 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJul 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJul 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJun 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJun 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateJun 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateMay 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateMay 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateApr 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateApr 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateMar 2020
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees148
Clients226
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJan 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJan 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJan 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJan 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJan 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateDec 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateOct 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateOct 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateOct 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateOct 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateAug 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJul 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJul 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJul 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJun 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateJun 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateMay 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateMay 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateApr 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateMar 2019
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees151
Clients218
DateMar 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateMar 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateJan 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateJan 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateDec 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateDec 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateNov 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateNov 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateOct 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateSep 2018
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees172
Clients150
DateSep 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees149
Clients8,000
DateSep 2017
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees149
Clients8,000
DateSep 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateAug 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateJul 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateMay 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateMay 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateMay 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateApr 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateMar 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateFeb 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateJan 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateJan 2017
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateDec 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateNov 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateNov 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateOct 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateSep 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees119
Clients5,900
DateAug 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateAug 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateJul 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateJun 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateJun 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateJun 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateMay 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateFeb 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateDec 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateNov 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateNov 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateNov 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateNov 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateSep 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees105
Clients3,600
DateSep 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateAug 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateJul 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateJul 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateJul 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateJun 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateMay 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateMar 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateFeb 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateFeb 2015
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateDec 2014
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateNov 2014
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateNov 2014
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateOct 2014
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateSep 2014
Total AUM$634.3M
Discretionary$634.3M
Non-Disc.$0
Employees73
Clients1,800
DateJul 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateJul 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateJun 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateApr 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateMar 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateMar 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateFeb 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateFeb 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateJan 2014
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateDec 2013
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateOct 2013
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateSep 2013
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateSep 2013
Total AUM$355.2M
Discretionary$355.2M
Non-Disc.$0
Employees47
Clients2,200
DateMay 2013
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees36
Clients300
DateMar 2013
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees36
Clients300
DateFeb 2013
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees36
Clients300
DateJan 2013
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees36
Clients300
DateNov 2012
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees36
Clients300
DateNov 2012
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees36
Clients300
DateSep 2012
Total AUM$152M
Discretionary$152M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees1
Clients300
DateAug 2011
Total AUM$104M
Discretionary$30.3M
Non-Disc.$73.8M
Employees5
Clients--
DateMay 2011
Total AUM$104M
Discretionary$30.3M
Non-Disc.$73.8M
Employees5
Clients--
DateMay 2011
Total AUM$104M
Discretionary$30.3M
Non-Disc.$73.8M
Employees5
Clients--
DateMay 2011
Total AUM$104M
Discretionary$30.3M
Non-Disc.$73.8M
Employees5
Clients--
DateApr 2011
Total AUM$56M
Discretionary$25M
Non-Disc.$31M
Employees5
Clients--
DateDec 2010
Total AUM$56M
Discretionary$25M
Non-Disc.$31M
Employees5
Clients--
DateNov 2010
Total AUM$56M
Discretionary$25M
Non-Disc.$31M
Employees5
Clients--
DateOct 2010
Total AUM$56M
Discretionary$25M
Non-Disc.$31M
Employees5
Clients--
DateOct 2010
Total AUM$56M
Discretionary$25M
Non-Disc.$31M
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--